Lois has worked with Fred for over 27 years, first as an Assistant and now as an Associate. She has many years of experience in the financial planning industry and is enjoying her current role as an Operational Associate / Practice Manager. Her job is to ensure clients are provided with the best service possible from our team.

Lois has considerable volunteer experience through the Vancouver Island University Festival of Trees, IG Walk for Alzheimer’s, and Relay for Life, to name a few. Lois enjoys outdoor activities such as running, boating with her spouse, kayaking, golfing and hiking. She loves to get out and explore our beautiful Vancouver Island!